Salesforce CRM Specialist
2 weeks ago
Salary: Competitive
Position Summary:
We are seeking a skilled Salesforce CRM Specialist to enhance our operations at Calpion/Plutus Health. The ideal candidate will play a pivotal role in leveraging the capabilities of our Salesforce platform. Responsibilities will include user account management, database maintenance, and providing training to our team on Salesforce functionalities.
As part of a dedicated IT team, you will ensure that our organization effectively utilizes Salesforce tools to maximize productivity and efficiency.
Key Responsibilities:
- Configuration, implementation, and ongoing support of Salesforce CRM.
- Proficient in Sales Cloud and Service Cloud functionalities.
- Manage user accounts, profiles, permissions, and security settings.
- Develop validation rules, workflows, and approval processes for streamlined lead management.
- Provide day-to-day production support while collaborating with business users for requirement gathering.
- Experience with service cloud features such as Omni Channel and Live Agent.
- Assist end users with inquiries and support needs.
- Engage with clients regularly to collect requirements.
- Create custom applications, fields, profiles, roles, and manage sharing rules and validation processes.
- Design and implement email templates.
- Utilize Data Loader & Import Wizard for data management.
- Generate and maintain comprehensive reports and dashboards to monitor key sales metrics.
- Ensure data quality through effective cleansing and validation practices.
- Manage integrations with third-party applications.
- Stay informed on the latest Salesforce features and industry best practices.
Mandatory Skills:
- At least three years of experience as a Salesforce Administrator.
- Demonstrated expertise in Salesforce configuration, customization, and automation.
- Strong grasp of Salesforce security and data management principles.
- Excellent analytical and problem-solving abilities.
- Strong communication and teamwork skills.
- Experience in the healthcare sector is a plus.
Desired Qualifications:
Salesforce Administrator certification is preferred.
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